-47.3%
DOCS vs FIVN
+55.4%
-102.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.7% | +5.6% |
| 7D | +1.2% | -3.4% | +4.6% | +2.8% |
| 30D | +21.3% | +5.8% | +15.5% | +17.9% |
| 3M | +58.4% | +22.0% | +36.4% | +43.6% |
| 6M | +39.3% | +55.7% | -16.4% | +15.6% |
| YTD | -21.7% | +81.3% | -103.0% | -37.3% |
| 1Y | -47.3% | +58.0% | -105.3% | -53.8% |
| All | -47.3% | +55.4% | -102.7% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling